An "Action" within Automations refers to a specific operation or task that is executed automatically as part of a predefined Automation workflow. Actions are triggered based on certain Conditions, variables, or events, allowing you to streamline and automate routine tasks.
Automated actions in Optix include:
Creating a Task
Sending a Message to a User/Team
Sending an Email to a User/Team
Changing a User's Account type
Changing a User's Account status (Automations+ only)
Posting to the Community feed
Add invoice item (Automations+ only)
Add allowance (Automations+ only)
Add to group conversation
Change primary location
Send doc to sign
Update custom property
These Actions enable you to automate and simplify your workflow, ensuring that critical tasks are completed without manual intervention. You will be emailed when you reach your Action limit and are also able to see this at any time in your dashboard under your Optix subscription.
Note: Some actions are only included in Automations+. Click here to learn more about the difference between Automations and Automations+.
Note: All Optix subscriptions include unlimited default Automations (that have not been customized).